Institutional Ownership
Wisdomtree Tr
CUSIP 97717Y626PRIVATE CREDITHYINQ1 2026
Institutional Holders
14
13F filers
Shares Held
690.3K
Aggregate institutional
Institutional Value
$9.95M
Q1 2026
Net New Holders
-4
3 new · 7 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions3
Increased6
Decreased2
Sold out7
Institutional Holders
14 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Wealthplan Investment Management, LLC | 424.3K | $6.12M | +286.9K | Added |
| 2 | Uhlmann Price Securities, LLC | 98.7K | $1.42M | +98.7K | New |
| 3 | Cetera Investment Advisers | 67.0K | $966.3K | +9.9K | Added |
| 4 | Prospera Financial Services Inc | 23.6K | $340.8K | +2.0K | Added |
| 5 | Delta Investment Management, LLC | 23.3K | $335.8K | +863 | Added |
| 6 | Wealthplan Partners, LLC | 19.3K | $278.9K | +5.1K | Added |
| 7 | Breachway Investments LLC | 19.3K | $276.8K | −356 | Reduced |
| 8 | Osaic Holdings, Inc. | 10.7K | $153.7K | −2.2K | Reduced |
| 9 | Advisory Services Network, LLC | 2.3K | $33.0K | +2.3K | New |
| 10 | Signature Equity Partners, LLC | 1.0K | $14.4K | 0 | Held |
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